1. APTTUS Corporation
|
apttus.com |
US:
+1
(650)
445-­‐7700
|
EMEA:
+44
(0)
207
3301
201120716QTK
|
©2016
Close
More
Deals
Faster
with
Quote-­‐to-­‐Contract
Software
The
deal
isn’t
done
until
the
contract
is
signed.
If
you’re
trying
to
maximize
revenue,
then
you
want
to
ensure
that
your
Quote-­‐to-­‐Contract
processes
are
as
effective
and
efficient
as
possible.
So
why
would
you
treat
sales
and
contracting
as
separate
processes?
Companies
that
approach
their
Quote-­‐to-­‐Contract
process
as
an
integrated
whole,
gain
enormous
advantages
in
deal
speed,
quote
and
contract
accuracy,
and
visibility
into
their
sales
cycles,
leading
to
real
business
results
including
more
revenue,
more
renewals,
and
better
performance
against
the
competition.
Apttus is
the
recognized
leader
in
Quote-­‐to-­‐Contract
solutions,
trusted
by
hundreds
of
companies
in
every
industry
ranging
from
fast-­‐growing
brands
through
global
enterprises.
Apttus Quote-­‐to-­‐Contract
combines
Configure
Price
Quote
and
Contract
Management
applications,
each
of
which
is
recognized
independently
as
a
top
solution
in
its
space.
Built
on
the
Apttus Intelligent
Cloud™,
the
Apttus Quote-­‐to-­‐Contract
solution
offers
unmatched
capabilities
along
with
ease
of
use,
administration,
and
deployment.
Apttus
Quote-­‐to-­‐Contract
is
available
in
two
packages,
Enterprise
and
Ultimate.
Enterprise
Quote-­‐to-­‐Contract
Achieve
full
automation
of
sales
processes
to
increase
revenue
results
For
businesses
seeking complete
and
accurate
configuration,
pricing,
quoting,
contract
creation and obligations
management
capabilities.
More
than
one
million
users
worldwide
trust
Apttus
to
shorten
their
sales
cycles,
improve
close
rates,
increase
average
order
sizes,
improve
contract
negotiations,
and
drive
optimal
business
outcomes.
With
1,200
employees,
25+
certified
consulting
partners
and
1000+
professional
resources
committed
to
your
success,
Apttus
is
your
trusted
business
advisor
for
Quote-­‐to-­‐Contract
business
transformation.
Ultimate
Quote-­‐to-­‐Contract
Achieve
total
control
of
sales
processes
with
advanced
capabilities
For
organizations
with
more
sophisticated
needs
such
as
complex
approval
processes,
mass
renewals,
mass
contract
amendments,
partner
commerce
and
customer
portals.
Intelligent
Quote-­‐to-­‐Contract
for
Every
Business
QUOTE-­‐TO-­‐CONTRACT

2. APTTUS |
2120716QTK
|
©2016
QUOTE-­‐TO-­‐CONTRACT
Intelligent
Quote-­‐to-­‐Contract
for
Every
Business
Quote-­‐to-­‐Contract
Feature
Enterprise
Edition
Ultimate
Edition
Products and
Configuration
Product
catalog l l
Catalog
search
with
filters l l
Standalone
product
object l l
Single-­‐level
product
bundles l l
Configuration
rules:
inclusion,
exclusion,
quantity,
duration
l l
Multi-­‐level,
configurable
bundles
(nested
bundles)
l l
Multi-­‐level
search
filters l l
Saved
search l l
Smart
search l l
Dynamic
document generation l l
Attribute-­‐based
configuration l l
Product
visibility
and
availability
rules
(for
location,
channel
and
user)
l l
Guided
selling
engine l l
Product
comparison l l
Multiple
product
catalogs l l
CPQ
admin
console l l
Numeric
expressions l
Visual
configuration l
Guided
selling
wizard l
Dynamic
CPQ $
CPQ
Intelligence
with predictive
CPQ $ $
Pricing
Management
Pricing
discounts
by
percentage,
amount
and
volume
l l
Multiple
price
lists l l
Pricing
tiers
and
ramps l l
Attribute-­‐based
pricing l l
Dimension-­‐based
pricing l l
Usage-­‐based
pricing l l
Agreement
pricing l l
Contract
pricing l l
Deal
maximizer
ratings
and
recommendations
$ l
Quote-­‐to-­‐Contract
Feature
Enterprise
Edition
Ultimate
Edition
Quote and
Order
Quote
template
designer l l
Quote
in
Microsoft
Word,
PDF
or
RTF l l
Multi-­‐site
quoting l l
Location-­‐based
quoting l l
Asset-­‐based
ordering l l
Renewal
ordering l l
Subscription
ordering l l
Quote
collaboration
and
tracking l l
Favorite
configurations l l
Mass
renewals
management – quote
and
contract
l
Contract
Request
and
Collaboration
Self-­‐service kiosk l l
Real-­‐time
collaboration l l
Collaboration
in
MS Word l l
Customer/partner
portals $
Legal
Playbook
Contract
templates l l
Clause
library l l
Conditional
templates l l
Smart
fields
and
clauses l l
Contract
Generation
Generate
contracts
from
CRM
systems l l
One-­‐click
contract
generation l l
Leverage
legal playbook
to
author
contracts
from
MS
Word
l l
Contract
wizard l l
Conditional
assembly l l
Generate
contracts
from
quotes l l
Contract
Intelligence
with
predictive
CLM $ $
$:
Capability
offered
at
additional
cost
Quote-­‐to-­‐Contract
Editions
Comparison

3. APTTUS |
3120716QTK
|
©2016
QUOTE-­‐TO-­‐CONTRACT
Intelligent
Quote-­‐to-­‐Contract
for
Every
Business
Quote-­‐to-­‐Contract
Feature
Enterprise
Edition
Ultimate
Edition
Contract Negotiation
and
Execution
Import
third-­‐party
paper l l
Track
terms
and
clauses
in
third-­‐party
paper
l l
Check-­‐in,
check-­‐out,
versioning,
redlining,
comparison
and
advanced
reconciliation
from
MS
Word
l l
Term
exceptions
and
automated
clause
reconciliations
l l
Send
for
review
from
MS
Word
and
MS
Outlook
l l
Integration
to
e-­‐Signature $ $
Obligations Management
Central
repository l l
Full
text
search l l
Search
of
all
terms,
clauses,
and
metadata l l
Version
control
and
audit
trail l l
Saved
search
and
filtering
capabilities l l
Generate
renewal
opportunities
from
contract
l l
In-­‐effect
view l
Transaction
compliance l
Mass
amendments l
Approvals
and
Workflows
Standard CRM
approvals
for
Apttus
Quote-­‐
to-­‐Contract
objects/entities
l l
Approval
queues $ l
Delegation
of
authority
matrix,
including
out-­‐of-­‐office
$ l
Advanced approvals
for
Apttus Quote-­‐to-­‐
Contract
objects/entities
l l
Advanced approvals
for
standard
(non-­‐
Apttus)
objects/entities
$ l
Reporting
and
Analytics
Standard
reports
and
dashboards l l
Alerts
and
notifications l l
Share
and
schedule
reports l l
Quote-­‐to-­‐Contract
Feature
Enterprise
Edition
Ultimate
Edition
Platform,
Security
and
Administration
Clicks-­‐not-­‐code
administration l l
Customization
capability
through
APIs l l
User
acceptance
testing
account l l
Enterprise-­‐grade
security
via
leading
CRM
platforms
l l
Bulk
data
manipulation
for
implementation
l l
Mobile-­‐enabled
quoting
l l
Configurable
user
views l l
Profile-­‐based
visibility
restrictions l l
Document
level
security l l
Detailed
audit
history l l
Offline
and
mobile
capabilities l l
Permissions
management l l
30+
languages
and
currencies l l
Training,
Adoption
and
Support
Apttus community
membership l l
Quick-­‐start
training
videos l l
Configurable
KPI
and
adoption
dashboards l l
Customer
success
account
reviews l l
Standard
technical
support l l
Apttus University
credits $ $
Premier
or
Premier
Plus
customer
support $ $
Apttus Managed
Services $ $
$:
Capability
offered
at
additional
cost
Quote-­‐to-­‐Contract
Editions
Comparison

4. APTTUS |
4120716QTK
|
©2016
More
is
Possible
with
the
Apttus Intelligent
Cloud™
Apttus Quote-­‐to-­‐Contract
Editions
run
on
the
Apttus Intelligent
Cloud™,
the
only
enterprise-­‐grade
cloud
platform
designed
for
the
speed,
mobility,
availability,
and
end-­‐to-­‐end
functional
requirements
of
Quote-­‐to-­‐Contract
processes.
Apttus’
Quote-­‐to-­‐Contract
vision
is
to
transform
your
business
and
provide
360-­‐degree
visibility
into
the
customer
experience
from
the
moment
the
quote
begins
to
deal
sign
to
renewal.
With
Intelligent
CLM
powered
by
machine
learning,
you
have
the
capability
to
leverage
powerful
predictive
CLM
that
can
make
your
sales
channels
even
more
effective.
Apttus behavioral
applications
including
Rebates,
Promotions
and
Compensation
work
to
align
and
drive
revenue
winning
behaviors
across
all
your
sales
channels.
These
Apttus innovations
are
designed
to
turn
single
purchasers
into
repeat
customers
and
maximize
your
revenue.
Customer
Success
Comes
Easy
with
Apttus
Get
the
most
from
Apttus
by
engaging
with
our
online
community,
participating
in
one
of
our
advanced
training
workshops,
or
joining
over
3,000
Quote-­‐to-­‐Contract
experts
from
Sales,
Sales
Operations,
Finance,
Legal
and
IT
at
our
annual
user
conference,
Apttus
Accelerate.
-­‐25Unified Data Model
About
Apttus
Apttus,
the
category-­‐defining
Quote-­‐to-­‐Cash
software
company,
drives
the
vital
business
process
between
the
buyer’s
interest
in
a
purchase
and
the
realization
of
revenue.
Utilizing
a
patented
combination
of
SaaS-­‐based
applications,
the
Apttus
Intelligent
Cloud
maximizes
the
entire
revenue
operation
by
driving
behavior
and
providing
prescriptive
data
to
company
decision-­‐makers.
Apttus
offers
enhanced
Configure
Price
Quote
(CPQ),
E-­‐Commerce,
Contract
Management,
Renewals
and
Revenue
Management
solutions
on
the
world’s
most
trusted
cloud
platforms,
including
Salesforce
and
Microsoft
Azure.
Apttus
is
based
in
San
Mateo,
California,
with
additional
offices
located
across
the
globe.
For
more
information
visit:
apttus.com.
QUOTE-­‐TO-­‐CONTRACT
Intelligent
Quote-­‐to-­‐Contract
for
Every
Business